How Clear, Actionable Reports Give You an Edge

Data is essential, but without context, it can fall flat. In premium auditing, most companies deliver reports that are heavy on information but light on direction. You’re left staring at a wall of numbers, unsure what to do next.

We do things differently by providing clients with premium audit reports that drive action. We don’t just highlight what you need to know—we tell you why it matters and what to do next. Most importantly, we house this information within our secure, real-time client portal, which clients can access instantly to see audit progress and retrieve the information as needed. It’s a faster, simpler, and more transparent approach to premium auditing that puts you in control.

What Does “Actionable” Really Mean?

Our actionable reports are organized and easy to read, navigate, and use. They are designed to help you act immediately, with a structure and format that ensures critical information stands out, making them intuitive and effective.

For starters, premium audit reports possess clear organization and are structured for quick review, so you can find what you need in seconds. Sections like billing code summaries, variance notes, and audit remarks are clearly labeled and easily located. This allows users to dive directly into the areas that matter most without searching through pages of dense text.

The easy-to-read format receives high praise from our clients due to its large, legible fonts, bullet points, and separated sections. The frustration of jumbled information is eliminated, which makes processing and sharing insights with your team and stakeholders a breeze. Furthermore, we offer important insights with detailed variance notes that provide immediate context for key changes, like significant shifts in class codes or payroll. For example, a note might highlight a $120,000 payroll increase in a specific class code and explain that it was due to the insured hiring additional subcontractors. This level of detail ensures you have the context needed to address discrepancies or plan strategically.

Overall, these comprehensive yet simple reports help you process and act on audit data without spending too much deciphering data.

Our Client Portal Brings It All Together

The client portal puts everything at your fingertips, making it easier than ever to manage your premium audits. Designed with transparency and accessibility in mind, the portal ensures clients can find exactly what they need without digging through emails or chasing down updates.

Here’s how it works:

• Secure Access: Each client receives a username, passcode, and multi-factor authentication for secure entry.

• Simple Navigation: The intuitive menu lets users easily switch between audits and surveys, track audit progress, or upload new requests.

• 24/7 Availability: Access your account anytime to view real-time audit updates, download essential documents, or retrieve archived reports.

• Direct Communication: Need immediate support? The portal provides direct contact links to your Davies team, so you’re never left waiting for answers.

With features like a progress tracker that logs every interaction and updates in real-time, you’ll always know where your audit stands. Whether you need to check the status of an audit, upload policy details, or pull key performance metrics, the Davies client portal is built to save you time and reduce stress.

Change Your Premium Audit Process Now

Our reports and portal are built for swift action and decision-making, and we’d love to help you improve your premium audit experience. Interested in our process? Contact Matt Hickman, Associate Vice President, Premium Audit, today for more information.